Planning Matters
We share our expert knowledge and advice because it’s the right thing to do.
When Life Happens, are you Covered?
Nobody expects worst-case scenarios to happen to them, but with a bit of preparation you can make sure your financial world isn’t thrown asunder...
Financial Empowerment Program Launch
PRESS RELEASE JUNE 6, 2023 Firm goal is to reach 40,000 students and adults with financial education over the next four years. Johnson Bixby, a...
Why Gold is a Shiny Object for Some Investors
Amidst our current environment of higher interest rates, rising prices, a rocky market, and a looming U.S. debt default, some investors who are...
Who Do You Listen To?
When it comes to investing, there’s no shortage of information at our fingertips every minute of every day. While following the media can provide...
First Quarter 2023 in Review & Market Outlook
Despite significant events in the first three months of 2023 – including two of the three largest bank failures in U.S. history – we saw stock...